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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $910 | $88,754-99.0% | $81,820-98.9% | $145,877-99.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | -26.04% | 1031.77%-1057.8pp | 777.93%-804.0pp | 551.28%-577.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $488 | $4,648-89.5% | $4,323-88.7% | $6,691-92.7% |
| Admin fee / account holder | $574 | $8,424-93.2% | $7,391-92.2% | $13,402-95.7% |